Estate Planning - Melbourne Capital Group Insights Category

How much of your Estate is at risk of U.K. IHT when you are both UK-domiciled?

May 16, 2024

We reviewed a British couple's assets and their tax liability. Sign up to our webinar to see how reduced their taxes to £26,000 through estate planning.

The Essential Estate Planning Checklist For Expats And High-Net-Worth Individuals

Estate Planning

May 16, 2024

Protect your financial legacy with our essential estate planning checklist. Ensure clear documentation, analyze retirement costs, prepare beneficiaries, and explore trusts for a secure future. Contact Luke White, Private Wealth Manager at Melbourne Capital Group, for expert guidance.

Guide To Financial Planning For Mixed-Nationality Couples

Estate Planning

May 16, 2024

Learn about the financial opportunities and challenges for mixed-nationality couples from Tom Henson, our Private Wealth Manager and a British expat in Malaysia. Discover benefits like international diversification and tax optimisation, along with challenges such as tax compliance and estate planning.

How Non-UK Residents Can Apply for an NT Tax Code: A Guide on Efficient Pension Planning

Estate Planning

May 16, 2024

Learn how anyone who receive UK-sourced income but live in a country that has a double taxation agreement with the U.K. can obtain an NT Tax code for tax-free earnings. We can help with tax-compliant pension management.

Importance of International Wills for Expatriates

Estate Planning

April 25, 2024

A will plays a crucial role in the distribution of assets and inheritance. Every country may be different laws and processes, so it is important to prepare early for any unforeseen circumstances.

The Importance of Having a Will: Lessons from Aretha Franklin's Case

Estate Planning

April 25, 2024

We identified the key lessons that could have been learned and offer guidance on how to establish a will and handle estate planning more effectively.